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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION1+ years Service code 14 · EIN 94-1563547 220 CAMPUS LANE · FAIRFIELD, CA 94534 | Plan Administrator | $3,002,477 |
TDA INVESTMENT GROUP1+ years Service code 28 · EIN 94-2799130 | Investment Management | $810,952 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $702,751 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MNGMT Service code 28 · EIN 13-3702086 | Investment Management | $533,295 |
BOSTON PARTNERS1+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $487,974 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS, LP Service code 28 · EIN 30-0551775 875 W. WISCONSIN AVE, SUITE 800 · MILWAUKEE, WI 53202 | Investment Management | $476,913 |
Filed as: QUEST INVESTMENT MANAGEMENT INC Service code 28 · EIN 98-0880854 | Investment Management | $469,063 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $376,417 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $350,230 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG, ET AL Service code 29 · EIN 94-2458080 | Legal | $300,946 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 1.72% | 10.64%-8.9pp | 4.16%-2.4pp | 10.64%-8.9pp |
| Employer contribution / active EE | $15,838 | $11,561+37.0% | $29,966-47.1% | $11,561+37.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |